Those battery results...plus commercial scale/existing facilities/North America, U. New game. As a non-industrial end-user anywhere the only reason you'd sign future contracts with Chinese path processors/their suppliers would be is if you actually wanted to p**s your shareholders' dough into the gutter.
Some pretty systematic pumping going on elsewhere at the mo', just btw. (And just IMHO.) Watch for the big insto switcheroos, not too far away? Unless they've got s**t between their ears. (Which is of course not entirely out of the question...) Then again, could just be missing something obvious - tend not to follow not-held FA too assiduously.
Fun & fascinating times in the graphite space, breth.
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